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Rockwell Automation, Inc

ROK
Exchange
NYSE
Industry
Measuring & Controlling Devices, NEC
SEC CIK
0001024478

In the last 90 days, Rockwell Automation, Inc insiders filed 0 open-market purchases and 5 sales; 1,545 institutions reported holding it in 13F filings for Q2 2026, worth $48.8B in total; Markel Group is the only superinvestor holding it.

13F holders, Q3 2026

Institutional positions in Rockwell Automation, Inc as of Sep 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
8
+2 vs. Q2 2026
Shares held
4.07K
+379 (+10.3%) vs. Q2 2026
Total value
$1.77M
−$55.5K (−3.0%) vs. Q2 2026
New holders
2
3 more added
Sold out
0
0 more reduced

1,539 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ROK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holders
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value held
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q2 2026.

Institutions holding ROK in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Alaethes Wealth LLC––––Not filed
Main Management ETF Advisors, LLC––––Not filed
Park Avenue Securities LLC––––Not filed
AG2R la Mondiale Gestion D'Actifs––––Not filed
Benjamin Edwards Inc––––Not filed
Davis-Rea Ltd.––––Not filed
New Mexico Educational Retirement Board––––Not filed
Wesbanco Bank Inc––––Not filed
IHT Wealth Management, LLC––––Not filed
Ossiam––––Not filed
Banque Cantonale Vaudoise––––Not filed
Kornitzer Capital Management Inc––––Not filed
Illinois Municipal Retirement Fund––––Not filed
Aviance Capital Partners, LLC––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Savant Capital, LLC––––Not filed
Twin Tree Management, LP––––Not filed
Allworth Financial LP––––Not filed
United Capital Financial Advisers, LLC––––Not filed
First Commonwealth Financial Corp––––Not filed
Warren Averett Asset Management, LLC––––Not filed
Ancora Advisors, LLC––––Not filed
Allianz SE––––Not filed
Alps Advisors Inc––––Not filed
Vise Technologies, Inc.––––Not filed
Banque Transatlantique SA––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
Bessemer Group Inc––––Not filed
Cookson Peirce & Co Inc––––Not filed
WESPAC Advisors SoCal, LLC––––Not filed
Tempus Wealth Planning, LLC––––Not filed
MCF Advisors LLC––––Not filed
Summit Trail Advisors, LLC––––Not filed
IPG Investment Advisors LLC––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
Triangle Securities Wealth Management––––Not filed
J. Safra Sarasin Holding AG––––Not filed
Greenwood Capital Associates LLC––––Not filed
SilverOak Wealth Management LLC––––Not filed
Elmwood Wealth Management, Inc.––––Not filed
RSM US Wealth Management LLC––––Not filed
Graham Capital Management, L.P.––––Not filed
Axxcess Wealth Management, LLC––––Not filed
Northstar Advisory Group, LLC––––Not filed
Courier Capital LLC––––Not filed
Penobscot Investment Management Company, Inc.––––Not filed
MUFG Securities EMEA plc––––Not filed
Tokio Marine Asset Management Co Ltd––––Not filed
Equitable Holdings, Inc.––––Not filed
Pure Financial Advisors, Inc.––––Not filed
Koshinski Asset Management, Inc.––––Not filed
HB Wealth Management, LLC––––Not filed
Hager Investment Management Services, LLC––––Not filed
Resources Investment Advisors, LLC.––––Not filed
Bowen Hanes & Co Inc––––Not filed
Mattson Financial Services, LLC––––Not filed
Journey Advisory Group, LLC––––Not filed
E. Ohman J:or Asset Management AB––––Not filed
Beaumont Asset Management, L.L.C.––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Merit Financial Group, LLC––––Not filed
Y.D. More Investments Ltd––––Not filed
Empirical Finance, LLC––––Not filed
Avantax Planning Partners, Inc.––––Not filed
TCG Advisory Services, LLC––––Not filed
GAMMA Investing LLC––––Not filed
Centaurus Financial, Inc.––––Not filed
Horizon Investments, LLC––––Not filed
QRG Capital Management, Inc.––––Not filed
Trium Capital LLP––––Not filed
Spirepoint Private Client, LLC––––Not filed
Clearstead Advisors, LLC––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Sandler Capital Management––––Not filed
Wealthcare Advisory Partners LLC––––Not filed
Horizon Kinetics Asset Management LLC––––Not filed
Foundations Investment Advisors, LLC––––Not filed
Blue Jean Financial LLC––––Not filed
Confluence Wealth Services, Inc.––––Not filed
HM Payson & Co––––Not filed
RMB Capital Management, LLC––––Not filed
Mindset Wealth Management, LLC––––Not filed
Atria Investments LLC––––Not filed
Wedbush Securities Inc––––Not filed
Strengthening Families & Communities, LLC––––Not filed
Agate Pass Investment Management, LLC––––Not filed
HBK Sorce Advisory LLC––––Not filed
Prospera Financial Services Inc––––Not filed
Northwestern Mutual Investment Management Company, LLC––––Not filed
Parallax Volatility Advisers, L.P.––––Not filed
OmniStar Financial Group, Inc.––––Not filed
Plato Investment Management Ltd––––Not filed
Meiji Yasuda Asset Management Co Ltd.––––Not filed
Connecticut Wealth Management, LLC––––Not filed
Ostrum Asset Management––––Not filed
Sigma Planning Corp––––Not filed
Strong Tower Advisory Services––––Not filed
Marietta Investment Partners LLC––––Not filed
North Dakota State Investment Board––––Not filed
Tiaa-Cref Individual & Institutional Services, LLC––––Not filed